Partners in wealth can be defined several ways. First and foremost, it personifies the relationships we have with our clients; based on education and empowerment. Second, it refers to the team of advisors and support staff that we have built who work together to deliver an exceptional customer service experience. Finally, it captures the relationships we have formed with our strategic business partners who we have chosen to provide product solutions or specialized advice to help our clients reach their financial goals.

01. About Us

Our team is dedicated to partner with our clients to provide holistic wealth planning advice that will educate and empower. Through a combination of personal and digital engagement, we strive to deliver personalized financial solutions to help you sleep well at night.  

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.  We believe that financial planning is an ongoing process, and we seek to build long-term relationships with clients to help guide them along this path.

03. Our Process

We developed our unique 360-degree planning process to understand what matters most to you and deliver solutions to achieve your goals.  We look at all areas of your financial life to develop a custom plan tailored to your specific needs.

Our Team

Don Murray CFP, FMA, FCSI

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.

Don is thrilled to join Trinity Wealth Partners as an independent financial advisor. With 28 years of experience in the...

Mukesh Patel CFP®

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.

https://calendly.com/mukesh-41

Mukesh joined Trinity Wealth Partners as an Independent Advisor in 2022. Independence for...

Jessica Lush

Associate Advisor

Jessica recently began her career in wealth management and financial services, where she is committed to helping...

Sara Rent

Executive Assistant

Sara is excited to begin her journey with Trinity Wealth Partners as Rick's Executive Assistant.

With a rich background...

Amy Cameron

Operations & Marketing Manager

With more than 20 years of experience in project management and marketing, Amy Cameron offers a perfect fit for the role...

We provide evergreen wealth solutions for individuals and families to build trusted long-term relationships. Our goal is to educate, engage and empower you on the journey to financial success.

Contact Us

Resource Center

When Should You Take CPP and OAS?

Richard Irwin |
Categories
Retirement Planning
One of the most common retirement questions Canadians ask is: “When should I start taking CPP and OAS?” It's a great question because the answer can have a meaningful impact on your retirement income. The challenge is that there isn't a single "best" age that works for everyone. The right decision depends on your health, lifestyle, income needs, tax situation, and overall retirement plan. Let's look at the factors that matter most. Understanding the Basics...

The RRSP Meltdown: What It Is and Why Retirees Are Talking About It

Richard Irwin |
Categories
Retirement
Retirement Planning
For many Canadians, the RRSP is one of the largest assets they’ll own heading into retirement. And for years, the strategy has been simple: Contribute. Defer taxes. Let it grow. But eventually, there’s a problem many retirees don’t see coming: The government still wants its share. That’s where the idea of an “RRSP meltdown” comes in. Despite the dramatic name, it’s not about losing money. It’s about strategically reducing future tax exposure tied to large...

Rethinking Home Ownership in Your 20s and 30s

Jessica Lush |
Categories
Personal Finance
Investments
For many Canadians in their 20s and 30s, home ownership feels very different today than it did for previous generations. What was once viewed as a fairly straightforward milestone now feels more complicated, more expensive, and for some people, increasingly out of reach. Rising home prices, higher interest rates, larger down payment requirements, and the overall cost of living have caused many people to question something that used to feel almost automatic: “Is buying a...

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